GIPS

GIPS® Standards

Global Investment Performance Standards (GIPS®)

The GIPS standards are a set of ethical principles used by investment management firms in order to establish a globally standardized, industry-wide approach to creating performance presentations that communicate investment results to prospective clients. The underlying spirit of the Standards is fair representation and full disclosure. CFA Institute created and continues to administer the GIPS standards and partners with organizations around the world such as the CFA Society Greece to promote the GIPS standards.

To facilitate and maintain the integrity of the GIPS standards, new performance standards are created as needed by the industry and new procedures and controls are implemented to ensure that the GIPS standards are consistently applied, interpreted, and expanded with broad solicitation of public comments. Check out the GIPS Standards Fact Sheet for more information on the GIPS standards.

CFA Institute has released the 2020 edition of the Global Investment Performance Standards (GIPS®) set to take effect 1 January 2020. This marks an important milestone in the evolution of the GIPS standards to ensure their relevance for all asset classes and asset managers.

The updated GIPS standards are based on industry best practice and input received during the public comment period. The changes empower more investment managers and asset owners to embrace investment performance transparency and industry-wide comparability.

The 2020 GIPS standards include chapters for each of the three key audiences:

GIPS Standards for Asset Owners

GIPS Standards for Firms

GIPS Standards for Verifiers

GIPS Newsletter

CFA Institute distributes a monthly newsletter to thousands of subscribers worldwide with announcements related to the GIPS standards. To subscribe to the GIPS newsletter, please write to standards@cfainstitute.org.

GIPS Website

http://www.gipsstandards.org

GIPS Helpdesk

gips@cfainstitute.org

CFA Society Greece

GIPS Endorsed Country Sponsor

CFA Society Greece has been endorsed as GIPS country sponsor for Greece and we actively support the GIPS standards and the work of the GIPS Executive and Technical Committees. We support questions on local issues and promote the Standards across the local investment profession. As part of our actions, among other things, we participated in the proposed provisions and Guidance Statements public comments for: